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19th Aug 2022 08:59Emerging Asia, Daily Monitor, Weekly Monitor

Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.

Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.

We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.

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August board china disinflation exports gdp global oil prices growth growth rate inflation January monetary net services exports oil oil prices q2 repo September us

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